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Ameriprise Financial

1,362 hedge funds and large institutions have $43B invested in Ameriprise Financial in 2025 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 465 increasing their positions, 504 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $81.5M | Put options by funds: $55.2M

14% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 105

7% more capital invested

Capital invested by funds: $40.3B → $43B (+$2.72B)

0% less funds holding

Funds holding: 1,3671,362 (-5)

8% less repeat investments, than reductions

Existing positions increased: 465 | Existing positions reduced: 504

2.33% less ownership

Funds ownership: 87.03%84.7% (-2.3%)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

Holders
1,362
Holders Change
-5
Holders Change %
-0.37%
% of All Funds
17.93%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.24%
New
120
Increased
465
Reduced
504
Closed
105
Calls
$81.5M
Puts
$55.2M
Net Calls
+$26.3M
Net Calls Change
-$17.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
726
Burling Wealth Partners
Illinois
$652K -$122K -246 -17%
WSCM
727
Wellington Shields Capital Management
New York
$651K
Simplex Trading
728
Simplex Trading
Illinois
$644K +$596K +1,207 New
WC
729
Weil Company
California
$641K +$494 +1 +0.1%
PI
730
Pettee Investors
Connecticut
$640K -$124K -250 -17%
EWS
731
Evergreen Wealth Solutions
Pennsylvania
$639K +$21.2K +43 +4%
AMCA
732
Arthur M. Cohen & Associates
Illinois
$632K
QFA
733
Quantum Financial Advisors
California
$630K
PCM
734
Perritt Capital Management
Illinois
$629K
RG
735
Rathbones Group
United Kingdom
$627K -$159K -321 -21%
MM
736
MQS Management
New York
$626K +$579K +1,172 New
IPW
737
Impact Partnership Wealth
Georgia
$624K +$51.4K +104 +10%
WB
738
WesBanco Bank
West Virginia
$624K
BBA
739
BLB&B Advisors
Pennsylvania
$618K +$7.41K +15 +1%
PCIA
740
Prime Capital Investment Advisors
Kansas
$615K -$180K -364 -24%
FCM
741
Fire Capital Management
California
$614K
FCB
742
First County Bank
Connecticut
$614K +$131K +265 +30%
MPWS
743
McCarter Private Wealth Services
Massachusetts
$612K
RB
744
Renasant Bank
Mississippi
$610K -$14.8K -30 -3%
IWA
745
IBEX Wealth Advisors
New Jersey
$608K +$563K +1,140 New
PTC
746
Private Trust Company
Ohio
$607K +$111K +224 +25%
QI
747
Qtron Investments
Massachusetts
$606K -$41.5K -84 -7%
MCM
748
McRae Capital Management
New Jersey
$606K +$24.7K +50 +5%
WTC
749
WhitTier Trust Company
Nevada
$605K
FFC
750
Frederick Financial Consultants
Maryland
$603K +$3.95K +8 +0.7%

AMP Hedge Fund Activity: Q2 2025 in Review

1,362 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q2 2025, worth a combined $43B — up 6.7% from $40.3B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new AMP positions and 105 closed out — a net gain of 15 holders — while 465 added to existing stakes and 504 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $220M. The largest seller was UBS AM, cutting an estimated $511M.

  • 1,362 institutional investors held Ameriprise Financial (AMP) as of Q2 2025, down from 1,367 in Q1 2025.
  • Funds reported $43B of Ameriprise Financial stock for Q2 2025, up 6.7% quarter-over-quarter.
  • 120 funds opened new Ameriprise Financial positions in Q2 2025 and 105 closed out, a net change of +15 holders.
  • The largest Ameriprise Financial buyer in Q2 2025 was JP Morgan Chase, an estimated $220M added.
  • The largest Ameriprise Financial seller in Q2 2025 was UBS AM, an estimated $511M sold.

Based on aggregated 13F filings for Q2 2025.